Clearstead Trust’s Toronto Dominion Bank TD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
3,048
+2,648
| +662% | +$194K | 0.04% | 164 |
|
|
2025
Q1 | $24K | Buy |
+400
| New | +$24K | 0.01% | 336 |
|
|
2023
Q2 | – | Sell |
-21
| Closed | -$1.26K | – | 402 |
|
|
2023
Q1 | $1.26K | Sell |
21
-138
| -87% | -$8.27K | ﹤0.01% | 352 |
|
|
2022
Q4 | $10K | Hold |
159
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $10K | Buy |
+159
| New | +$10K | ﹤0.01% | 290 |
|